Winslow Evans & Crocker’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $0 | Sell |
|
|||||
|
2020
Q1 | $2K | Hold |
|
|||||
|
2019
Q4 | $2K | Hold |
|
|||||
|
2019
Q3 | $2K | Hold |
|
|||||
|
2019
Q2 | $2K | Sell |
|
|||||
|
2019
Q1 | $4K | Buy |
|
|||||
|
2018
Q4 | $2K | Hold |
|
|||||
|
2018
Q3 | $2K | Hold |
|
|||||
|
2018
Q2 | $2K | Hold |
|
|||||
|
2018
Q1 | $604 | Hold |
|
|||||
|
2017
Q4 | $618 | Hold |
|
|||||
|
2017
Q3 | $548 | Buy |
|
|||||
|
2017
Q2 | $558 | Sell |
|
|||||
|
2017
Q1 | $516 | Hold |
|
|||||
|
2016
Q4 | $544 | Hold |
|
|||||
|
2016
Q3 | $480 | Hold |
|
|||||
|
2016
Q2 | $408 | Buy |
|
|||||
|
2016
Q1 | $427 | Sell |
|
|||||
|
2015
Q4 | $540 | Hold |
|
|||||
|
2015
Q3 | $542 | Hold |
|
|||||
|
2015
Q2 | $632 | Hold |
|
|||||
|
2015
Q1 | $550 | Hold |
|
|||||
|
2014
Q4 | $518 | Sell |
|
|||||
|
2014
Q3 | $15.8K | Buy |
|
|||||
|
2014
Q2 | $601 | Hold |
|
|||||
|
2014
Q1 | $614 | Sell |
|
|||||
|
2013
Q4 | $11K | Buy |
|